Tax Admin Intern

Shine BrightX LLC; United States; On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Competitive wages

Flexible schedules

Updated facilities

Collaborative environment

Internal moves encouraged

Tech-forward company

Job summary

Shine BrightX LLC seeks an undergraduate intern to assist with organizing client source files for tax preparation and to gain hands‑on experience with wealth management workflows.

You will use GoFileRoom, Engagement Manager, and Adobe Acrobat to structure data, support Tax Administrators, and contribute to the preparation of client deliverables while developing professional skills and confidentiality discipline.

Qualifications

• GPA of 3.2 or higher.
• Undergraduate enrollment in Finance, Accounting, or related business degree.
• Proficiency in Microsoft Office and Adobe Applications.
• Active participation in campus organizations, preferably in leadership roles.
• Alignment with Cerity Partner’s mission and core values.
• Strong collaboration, interpersonal, and communication skills.
• Keen, consistent attention to detail.
• Ability to maintain confidentiality.

Responsibilities

• Assist with building, organizing, scanning, and preparing client source files for tax preparation.
• Utilize GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), and Adobe Acrobat software to organize and generate electronic client data.
• Assist Tax Administrators in assembling client tax return deliverables.
• Perform other duties as requested by Tax Advisor and Tax Administrators.

Skills

Collaboration

Communication

Attention to detail

Confidentiality

Education

Finance/Accounting major

Tools

Microsoft Office

Adobe Acrobat

GoFileRoom

Engagement Manager

Job description

Your Role

Here’s what you will be doing:

• Assist with building, organizing, scanning, and preparing client source files for tax preparation.
• Utilize GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), and Adobe Acrobat software to organize and generate electronic client data.
• Assist Tax Administrators in assembling client tax return deliverables.
• Perform other duties as requested by Tax Advisor and Tax Administrators.

About You

The company is looking for:

• Enrollment in an undergraduate program at an accredited university with a minimum 3.2 GPA.
• Major in Finance, Accounting, or related business degree.
• Proficiency in Microsoft Office and Adobe Applications.
• Active participation in campus organizations, preferably in leadership roles, and/or professional work experience.
• Alignment with Cerity Partner’s mission and core values.
• Strong collaboration, interpersonal, and communication skills.
• Keen, consistent attention to detail.
• Ability to maintain confidentiality.

Compensation & Benefits

• Competitive wages.
• Flexible work schedules.
• Updated facilities.
• Collaborative and supportive work environment valuing every team member's role.
• Encouragement of internal moves within the company culture.
• Technology-forward company using smart, streamlined solutions.

Training & Development

• Direct exposure to senior leadership and decision-makers.
• Hands-on training to build and strengthen wealth management and financial planning skills.
• Experience within a culture that values collaboration, curiosity, and excellence.